Private Wealth Relationship Manager
On-siteNew Orleans, Louisiana, United States
Job Summary
Support the Financial Advisor team by developing and enhancing existing client relationships through over 50% of time dedicated to relationship management activities. Assist with and attend client meetings covering investment strategy, account performance, new products, and market developments to promote growth and acquisition. Engage portfolio managers, product specialists, and Senior Wealth Planners to coordinate sales and service activities while working with the team to develop and monitor the client service model. This role is an FA Paid Resource subject to SAFE Act registration requirements for residential mortgage loan originations.
Required Qualifications
- Series 7, 63/65 or 66 or equivalent
- must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration
- ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
- Ability to effectively lead and coach others
- Strong attention to detail
- Must be able to lift 50 lbs
- Must be available for weekend shifts
- Valid driver's license
- Order to Cash
- Procure to Pay
- Supply Chain
- Customers
- Suppliers
Desired Qualifications
- Master's degree preferred
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